Purchases and Sales Made in Q3 2022 in Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR FLTG RATE NT ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
56KNew |
$2.79M - $2.83M
|
56K
$2.85M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
55.6KNew |
$2.77M - $2.81M
|
55.6K
$2.83M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
52.7K+ 19.21% |
$2.63M - $2.66M
|
327K
$16.6M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
51.5KNew |
$2.57M - $2.6M
|
51.5K
$2.62M
|
|
Oct 13, 2022
Q3 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
50KNew |
$2.49M - $2.52M
|
50K
$2.54M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
48.1K+ 213.25% |
$2.4M - $2.43M
|
70.7K
$3.59M
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
43.1KNew |
$2.15M - $2.17M
|
43.1K
$2.19M
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
43K+ 9.12% |
$2.14M - $2.17M
|
515K
$26.2M
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
40.9K+ 22.68% |
$2.04M - $2.06M
|
221K
$11.2M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
37.4K+ 191.39% |
$1.86M - $1.89M
|
56.9K
$2.89M
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
37K+ 206.76% |
$1.85M - $1.87M
|
55K
$2.79M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
36.6K+ 18.2% |
$1.83M - $1.85M
|
238K
$12.1M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
34.1K+ 20.61% |
$1.7M - $1.72M
|
200K
$10.1M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34K+ 5.95% |
$1.7M - $1.72M
|
607K
$30.8M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34K+ 165.38% |
$1.7M - $1.72M
|
54.6K
$2.77M
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.2K+ 134.68% |
$1.65M - $1.67M
|
57.8K
$2.93M
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
32K+ 257.47% |
$1.6M - $1.62M
|
44.5K
$2.26M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
31.6K+ 64.05% |
$1.57M - $1.59M
|
80.8K
$4.11M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
31.4K+ 37.4% |
$1.57M - $1.58M
|
115K
$5.86M
|
|
Nov 14, 2022
Q3 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
30.6K+ 8.72% |
$1.53M - $1.55M
|
382K
$19.4M
|
|
Nov 14, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
30.5KNew |
$1.52M - $1.54M
|
30.5K
$1.55M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.4K+ 6.49% |
$1.51M - $1.53M
|
498K
$25.3M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.4K+ 6.49% |
$1.51M - $1.53M
|
498K
$25.3M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.5K+ 4.39% |
$1.27M - $1.29M
|
605K
$30.8M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
25KNew |
$1.25M - $1.26M
|
25K
$1.27M
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
24.3K+ 3.92% |
$1.21M - $1.23M
|
645K
$32.8M
|
|
Oct 07, 2022
Q3 2022
|
Hoese & CO LLP
|
BUY
|
- |
23.2K+ 30.17% |
$1.15M - $1.17M
|
99.9K
$5.07M
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
22.5K+ 104.56% |
$1.12M - $1.14M
|
44.1K
$2.24M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
22.4KNew |
$1.12M - $1.13M
|
22.4K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
22.4K+ 58.8% |
$1.12M - $1.13M
|
60.4K
$3.07M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
22K+ 384.26% |
$1.1M - $1.11M
|
27.8K
$1.41M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
21.5K+ 22.01% |
$1.07M - $1.08M
|
119K
$6.04M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
21.4KNew |
$1.07M - $1.08M
|
21.4K
$1.09M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
21.1K+ 36.47% |
$1.05M - $1.07M
|
79K
$4.01M
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21.1KNew |
$1.05M - $1.06M
|
21.1K
$1.07M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.6K+ 27.81% |
$1.02M - $1.04M
|
94.5K
$4.8M
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
20.3K+ 2.39% |
$1.01M - $1.02M
|
870K
$44.2M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
20.1K+ 56.76% |
$1M - $1.02M
|
55.6K
$2.83M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.1K+ 71.36% |
$1M - $1.01M
|
48.2K
$2.45M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
20.1K+ 3.23% |
$1M - $1.01M
|
641K
$32.6M
|
|
Nov 07, 2022
Q3 2022
|
Td Asset Management Inc
|
BUY
|
- |
19.6KNew |
$977K - $989K
|
19.6K
$996K
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
18.5KNew |
$922K - $934K
|
18.5K
$940K
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
18KNew |
$898K - $908K
|
18K
$915K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
17.9K+ 0.9% |
$893K - $904K
|
2.01M
$102M
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
17.9KNew |
$891K - $902K
|
17.9K
$908K
|
|
Oct 26, 2022
Q3 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
17.8KNew |
$885K - $895K
|
17.8K
$902K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
16.6KNew |
$827K - $837K
|
16.6K
$843K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.4K+ 13.13% |
$817K - $827K
|
141K
$7.18M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
16.2KNew |
$810K - $819K
|
16.2K
$825K
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.5K+ 20.1% |
$775K - $784K
|
92.8K
$4.72M
|